SalesForce.com Inc. (CRM)

After the close today, they reported a revenue miss and weaker guidance. Shares sank after hours. But they raised their full-year earnings forecast. The whole enterprise software space over-earned during Covid.

They report Wednesday. They do many things right, but don't get the credit for it. 

Excellent company, but investors used to good results. Would recommend for long term investors. 

Last quarter the stock fell 16%. Recent earnings better than expected. Would recommend buying.  

Core holding. 12-month price target of $330, good runway still. Still a buy at this level. Try for mid-$250s, and certainly in mid-$240s. 

In acquisition talks, so shares are down 5% today. It's testing its 100-day moving average, not since November. Was a serial buyer of businesses. He hopes AI is a way for them to grow. We'll see where the latest deal goes.

12-month price target of $318. Stick with it. Poster child of customer relationship management.

Is up 83% in the past year, thanks to new AI-related products. They reported after today's bell a modest top and bottom line beat and higher full-year sales forecast, but bears picked up on the light operating margin and revenue guidance a little weak. Shares are selling after hours, but shares also ran up before the report.

CRM saw three upgrades this week. A longtime favourite of his. It reports Wednesday. The stock may come in too hot before the report, which worries him, but if the quarter disappoints, buy it by Friday.

It is an obvious one for AI technology. In answer to the question don't trade it for NVDA. It's the same theme and they're both great.

You could take profits, but wait till they report. He'd sell calls around $285-290. There's going to be resistance around the high of October 2021. He'd add again around $260, and then $250.

Excellent company, and would recommend holding. Wait for share price weakness before buying given high valuation. 

An analyst upgrade noted a re-accelerating topline and a good EPS growth compounder.

#2 software company in the world by revenue, between MSFT at #1 and ADBE at #3. Customer relationship management. Heavy player in AI. Buy in thirds here around $266, in the low $250s, and around $240. No dividend.

It's at a 52-week high. Buy on a dip.